PWM
JHMI

Perigon Wealth Management’s John Hancock Multifactor Industrials ETF JHMI Stock Holding History

Perigon Wealth Management’s Portfolio JHMI Stock Details JHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,000
Closed -$44K – 1087
2020
Q4 		$44K Buy
+1,000
New +$42.2K 0.01% 789

Other funds holding JHMI

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Perigon Wealth Management's JHMI Position: Q1 2021 in Review

Perigon Wealth Management sold out of John Hancock Multifactor Industrials ETF (JHMI) in Q1 2021, closing a stake of 1,000 shares — an estimated $44K sold.

Perigon Wealth Management first reported a position in JHMI in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 13 funds tracked by Wall St. Rank hold JHMI as of Q1 2021.

  • Perigon Wealth Management reported no remaining John Hancock Multifactor Industrials ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,000 John Hancock Multifactor Industrials ETF shares in Q1 2021, an estimated $44K.
  • Perigon Wealth Management first reported a position in John Hancock Multifactor Industrials ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's John Hancock Multifactor Industrials ETF position peaked at $44K in Q4 2020.
  • 13 funds tracked by Wall St. Rank held John Hancock Multifactor Industrials ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.